Added to YB: 2024-12-30
Pitch date: 2024-12-23
AGUILASCPO.MX [bullish]
Ollamani, S.A.B.
+134.56%
current return
Author Info
Sophon Capital Management is a solo analyst with experience both on the buyside (at a Tiger Grand Cub, long/short hedge fund) and on the sell-side (covering Internet at a Wall Street investment bank) who is scouring the public markets for compounding machines and hidden assets. Sign up for the newsletter.
Company Info
Ollamani, S.A.B engages in professional sports services, games and raffles, publishing and magazine distribution, and other businesses in Mexico.
Market Cap
MXN 5.7B
Pitch Price
MXN 33.74
Price Target
55.30 (-30%)
Dividend
N/A
EV/EBITDA
6.23
P/E
14.69
EV/Sales
0.87
Sector
Hotels, Restaurants and Leisure
Category
special_situation
Trade idea #2: LatAm micro cap spin-off - Ollamani, S.A.B.
AGUILASCPO.MX: Recent Televisa spinoff. 65% upside. Assets: Club America, Estadio Azteca, PlayCity Casinos, Editorial Televisa. $195M mkt cap, 3.3x LTM EBITDA, 0.5x LTM sales. SOTP: PlayCity $190M (5x EBITDA), Club America $250M (2x sales), Estadio $54M (2x sales), Editorial $40M (RE value). Total EV $534M vs. current $187M.
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